Education

College of Financial Planning

University of Wisconsin - Oshkosh

Masters of Education - Counseling

St. Norbert College

Bachelor of Science Degree

Green Bay West High School

 

Professional

Navigator Planning Group, Certified Financial Planner™ Professional

Northeast Wisconsin Technical College, 22 years

Counselor, Associate Dean, Vice President

Bay Port High School, 10 years

Teacher, Counselor, Varsity Football Coach

U.S. Army, Various Assignments, Retired LTC

 

Community

Integrated Community Service Board Member

Town of Ledgeview Park Board Member

Wisconsin Retired Educators Association Member

Reserve Officers' Association Member

Retired Officers' Association Member

Reserve Activities Office Volunteer

 

Philosphy

As a Certified Financial Planner™ Professional, my initial challenge is to assist my clients to identify attainable personal and lifestyle goals.  Subsequently, a financial plan is developed which addresses the challenges associated with goal achievement.  I believe my personal background as an educator, counselor, and military officer combined with financial planning credentials and experience enable me to add significant value to the client relationship in setting and achieving goals.

 

Dave and Patty own Rock'n W Ranch in De Pere, WI.  The ranch is home to Morgan & Norwegian Fjord horses, llamas, and emus.  A prominent building on the ranch, the bunkhouse, provides a professional yet comfortable financial/career planning office as well as a seminar center for small groups.